Placer Union High School District Educational Foundation (EIN 841868754) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2018

Legal Domicile

Phone

5308864400

Tax Period

2024-07-01 to 2025-06-30

Placer Union High School District Educational Foundation, founded in 2018, is a small nonprofit in the Education sector that reported $146K in total revenue in fiscal year 2024. The organization ran a surplus of $43K, a strong 29% operating margin.

Mission

THE PURPOSE OF THIS ORGANIZATION IS TO BENEFIT THE PLACER UNION HIGH SCHOOL DISTRICT (THE "DISTRICT") BY SUPPORTING AND ENHANCING THE EDUCATIONAL OPPORTUNITIES OF DISTRICT STUDENTS THROUGH SCHOLARSHIPS, AWARDS AND OTHER INCENTIVES.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,722

Program Service Revenue $0

Investment Income $135,571

Other Revenue $0

TOTAL REVENUE $146,293

Expense Breakdown

Grants Paid $82,125

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $82,125

Other Expenses $21,225

TOTAL EXPENSES $103,350

Year-over-Year Comparison

	2024	2023	Change
Revenue	$146,293	$146,676	0.0%
Expenses	$103,350	$92,737	+0.1%
Net Income	$42,943	$53,939	-0.2%

Key Indicators

✗ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

N/A

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Casey Jeffreys	Treasurer (THRU 12/16/2024)	0.5	Officer Director	$0	$0	$0
Deborah Brannam	Secretary (THRU 12/16/2024)	0.5	Officer Director	$0	$0	$0
Emerson Lake	Treasurer (BEGIN 01/16/2025)	0.5	Officer Director	$0	$0	$0
Jessica Spaid	President (begin 12/17/2024)	0.5	Officer Director	$0	$0	$0
Ron Oates	President (THRU 11/20/2024)	0.5	Officer Director	$0	$0	$0
Thomas Duncan	Secretary (BEGIN 12/17/2024)	0.5	Officer Director	$0	$0	$0
David Underwood	Director	0.5	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$146,293	$103,350	$3,671,862	$42,943
2024	$146,676	$92,737	$3,458,316	$53,939
2023	$97,081	$96,794	$3,219,939	$287
2022	$4,837	$3,337	$3,069,576	$1,500
2021	$3,330,644	$290	$3,330,354	$3,330,354

Placer Union High School District Educational Foundation